Filed September 28, 1999 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION2+ years Service code 36 · EIN 16-0468020 | Other services; Direct payment from t... | $2,668,954 |
Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Other services; Direct payment from t... | $2,208,852 |
AON CONSULTING2+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $592,429 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO & COMPANY Service code 13 · EIN 94-1347393 | Contract Administrator | $355,786 |
Service code 13 · EIN 23-2259884 | Contract Administrator | $280,634 |
DATABANK IMX LLC2+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $149,260 |
MITCHELL & TITUS, LLP2+ years Service code 10 · EIN 13-2781641 | Accounting | $62,042 |
DUANE MORRIS LLP1 year Service code 29 · EIN 23-1392502 | Legal | $29,532 |
REED SMITH LLP1 year Service code 29 · EIN 25-0749630 | Legal | $18,338 |
Filed as: METROPOLITAN LIFE INSURANCE Service code 12 · EIN 13-5581829 | Direct payment from the plan; Claims ... | $16,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $256,121-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 37.7%-37.7pp | 5.3%-5.3pp |
| Annual return | 12.16% | 1057.21%-1045.1pp | 9.60%+2.6pp | 1057.21%-1045.1pp |
| Employer contribution / active EE | $39,221 | $14,374+172.9% | $45,595-14.0% | $14,374+172.9% |
| Participant deferral / active EE | $0 | $351-100.0% | $255-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $9,523-100.0% | $81,210-100.0% |